Sirs 403(b) Plan
Sponsored by Southern Indiana Resource Solutions, Inc. · EIN 351152797 · Plan #001
- Total assets
- $2.4M
- Net assets
- $2.4M
- Active participants
- 132
- With balances
- 142
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $19,966 |
| Edward Jones | Investment advisory (plan), Direct payment from the plan | $5,048 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |